Personal Finance Guides & Financial Advice | The Epoch Times

New Year Retirement Tips

As the New Year begins, here are key retirement actions to review and consider now.

1/1/2026

Frugal Habits That Take You From Lower Middle-Class to Upper Middle-Class

Featured

Frugal Habits That Take You From Lower Middle-Class to Upper Middle-Class

Disciplined spending and smart automation can help you achieve lasting financial security.

12/31/2025

Saving for Retirement in College: Why Starting Young Is Your Greatest Advantage

Featured

Retirement Accounts| By

Due

Saving for Retirement in College: Why Starting Young Is Your Greatest Advantage

Starting retirement savings in college can turn small contributions into lifelong financial security.

12/30/2025

Featured

Estate| By

How to Benefit From Charity Trusts

How charitable trusts and donor-advised funds can help you support causes you care about while generating income and tax benefits.

12/29/2025

When Fair Doesn’t Mean Equal in Estate Planning

Featured

Estate| By

When Fair Doesn’t Mean Equal in Estate Planning

How to leave unequal inheritances to your children while minimizing hurt feelings and family conflict.

12/27/2025

Wealth Management

Estate| By

How to Benefit From Charity Trusts

How charitable trusts and donor-advised funds can help you support causes you care about while generating income and tax benefits.

12/29/2025

Estate| By

When Fair Doesn’t Mean Equal in Estate Planning

12/27/2025

How to Structure Your Estate So Your Heirs Avoid a Financial Headache

Estate| By

How to Structure Your Estate So Your Heirs Avoid a Financial Headache

12/23/2025

Wealth Management| By

The Associated Press

Why I Have a Financial Planner

12/23/2025

Wealth Management

Estate| By

How to Benefit From Charity Trusts

How charitable trusts and donor-advised funds can help you support causes you care about while generating income and tax benefits.

12/29/2025

Estate| By

When Fair Doesn’t Mean Equal in Estate Planning

How to leave unequal inheritances to your children while minimizing hurt feelings and family conflict.

12/27/2025

Estate| By

How to Structure Your Estate So Your Heirs Avoid a Financial Headache

A few key estate planning moves today can help you protect your legacy and spare your family unnecessary stress.

12/23/2025

Wealth Management| By

The Associated Press

Why I Have a Financial Planner

A financial planner doesn’t just manage money—it delivers confidence, clarity, and calm.

12/23/2025

Retirement

New Year Retirement Tips

As the New Year begins, here are key retirement actions to review and consider now.

1/1/2026

Social Security Update for 2026

12/31/2025

Retirement Accounts| By

Due

Saving for Retirement in College: Why Starting Young Is Your Greatest Advantage

12/30/2025

Are You Saving Too Much for Retirement? Know These Surprising Downsides

Are You Saving Too Much for Retirement? Know These Surprising Downsides

12/24/2025

Retirement

New Year Retirement Tips

As the New Year begins, here are key retirement actions to review and consider now.

1/1/2026

Social Security Update for 2026

Here are a few adjustments made to Social Security for 2026.

12/31/2025

Retirement Accounts| By

Due

Saving for Retirement in College: Why Starting Young Is Your Greatest Advantage

Starting retirement savings in college can turn small contributions into lifelong financial security.

12/30/2025

Are You Saving Too Much for Retirement? Know These Surprising Downsides

If you’ve already hit your retirement goals, continuing to save may cost you more than you realize—from taxes to lost life experiences.

12/24/2025

Fixed Income

Social Security Update for 2026

12/31/2025

Some Light Reading for the Holidays

12/24/2025

How Social Security Has Evolved

12/17/2025

Protecting Your Right to Benefits

12/10/2025

Budgeting

Frugal Habits That Take You From Lower Middle-Class to Upper Middle-Class

Disciplined spending and smart automation can help you achieve lasting financial security.

12/31/2025

Cut Down on Your Utility Bills

12/22/2025

How to Help Someone You Love Build a Good Credit Score

Credit Scores| By

How to Help Someone You Love Build a Good Credit Score

12/18/2025

7 Ways to Rein In Holiday Spending

12/17/2025

Budgeting

Frugal Habits That Take You From Lower Middle-Class to Upper Middle-Class

Disciplined spending and smart automation can help you achieve lasting financial security.

12/31/2025

Cut Down on Your Utility Bills

Simple changes to how you use energy and water at home can significantly reduce your monthly utility bills.

12/22/2025

Credit Scores| By

How to Help Someone You Love Build a Good Credit Score

These days, it’s important for every adult to own one good, all-purpose credit card for the purpose of maintaining a high credit score.

12/18/2025

7 Ways to Rein In Holiday Spending

With a little planning and restraint, you can enjoy the holidays without blowing your budget.

12/17/2025

Credit Cards

Opting for the Minimum Payment Changed My Life

Opting for the Minimum Payment Changed My Life

Opting for minimum payment could lead to a devastating cycle of debt.

10/1/2025

Merchant Credit Card Fees Passed to Consumers

Personal Finance| By

Merchant Credit Card Fees Passed to Consumers

6/12/2025

Are Store Credit Cards a Bad Idea?

12/18/2024

How to Maximize Your Credit Card Rewards

How to Maximize Your Credit Card Rewards

11/30/2024

Credit Cards

Opting for the Minimum Payment Changed My Life

Opting for minimum payment could lead to a devastating cycle of debt.

10/1/2025

Personal Finance| By

Merchant Credit Card Fees Passed to Consumers

Whether the retailer raises prices to meet fees or tacks on a surcharge, you could end up paying more when you swipe that card.

6/12/2025

Are Store Credit Cards a Bad Idea?

12/18/2024